“The initial shock about Boeing’s problems caused its stock to really sell-off and they have extensive issues to fix, but in the long run it’s probably not as bad for the business as the initial sell-off suggested,” said Elliott Savage, portfolio manager of the YCG Enhanced fund in Austin, Texas. …
“The M&A news from Nvidia shows corporations are seeing value in other businesses and acquiring them sends the signal that there is some value in tech stocks,” Savage said.”
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Fund holdings and sector allocations are subject to change at any time and should not be considered a recommendation to buy or sell any security. Click here for current Top Ten holdings.
Earnings Growth is not a measure of the Fund’s future performance.
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